What Is The Difference Between Profit Dial Lite and Profit Dial Pro?

Kelsey Beckering

July 24, 2019 19:27

Updated

Profit Dial is the phone automation system inside REI BlackBook that allows you to track calls, smart route calls, send text and voice broadcasts, send RVMs, and create automated follow-up to potential prospects. There are two versions of Profit Dial, Profit Dial Lite and Profit Dial Pro. The difference between the two versions is what modules are available to use in Workflows and Callflows. Profit Dial Lite has limited modules available to use, and Profit Dial Pro has all modules available to be used. Profit Dial Lite is available in the Solopreneur subscription plan, and Profit Dial Pro is only available in the Small Business and Accelerator subscription plans. To learn the difference in the modules available in the two versions of Profit Dial please read the article below.

Workflow (Profit Dial Lite): The modules available in a Workflow with Profit Dial Lite are as follows:

Delay:The Delay step allows you to put a pause in your flow. Whatever is below the delay step will not be executed until the delay expires. Simply enter your desired duration and choose if this refers to minutes, hours, days, weeks, or months. You can also specify what time you want the next step to take place using the At, Between, or Any Time radio buttons on the right.

Tagging:Tagging is a useful step that allows you assign a tag to a certain contact. Simply choose that tag or tags you want to apply to them and click save. You can also use this step to remove tags that the contact might already have assigned to them. (i.e. you have a possible probate lead, you can tag the contact as Probate.)

Contact Tab:When a new contact record is created you can use this step to select which tab will show up once you view the contact. This way you can have the information that is most relevant to you be displayed.

Smart Routing:Smart routing is one of the more powerful steps. In a nutshell it allows you to create a separate branch of events that happen depending on certain factors that you define within this step. First give your new branch a name and then click Filters. It is on the filter screen that you can set the condition. For example if you want contacts with a certain tag to go under different steps than everybody else you can simply click on tags and select the one(s) you want to enter a new branch of steps.

Task:This step creates a Task in your Task Manager. For example say that you want to be sure that you or someone on your team follows up with this contact with a phone call. You can use the task menu seen below to assign it to a team member, give it a priority, and give details on what to needs be done and by what date.

Notification:The notification step is useful when you, or someone on your team, wants to be informed of someone reaching a certain step in your flow. You can select to be notified via email, text, or both.

Email: The email step is one that you are likely going to be using a lot. It simply sends out an email to your contact from a Marketing Profile of your choice. We have many pre-made email templates that you can use and you can also create new emails on your own (System Settings -> Email Templates) . Once you know what email template you want to use simply select it from the menu.

Stop Flows:This is a very useful step that can be used to stop the current flow or any other flow. For example say that you have a contact who texted in triggering the current flow, but then also called in triggering a call flow, and are now set to receive two sets of almost identical text messages. You can use this step to remove the other flow simply by choosing it from the dropdown.

Source:Finally we have the source step. You can think of this as a specialized tag that states where the contact came in from. You can set the source easily by selecting the appropriate one from the dropdown.

Workflow (Profit Dial Pro): The modules available in a Workflow with Profit Dial Pro are as follows:

Text Reply: Sends a reply to the contact with a text reply.

Delay: The Delay step allows you to put a pause in your flow. Whatever is below the delay step will not be executed until the delay expires. Simply enter your desired duration and choose if this refers to minutes, hours, days, weeks, or months. You can also specify what time you want the next step to take place using the At, Between, or Any Time radio buttons on the right.

Tagging:Tagging is a useful step that allows you assign a tag to a certain contact. Simply choose that tag or tags you want to apply to them and click save. You can also use this step to remove tags that the contact might already have assigned to them. (i.e. you have a possible probate lead, you can tag the contact as Probate.)

Contact Tab: When a new contact record is created you can use this step to select which tab will show up once you view the contact. This way you can have the information that is most relevant to you be displayed.

Smart Routing: Smart routing is one of the more powerful steps. In a nutshell it allows you to create a separate branch of events that happen depending on certain factors that you define within this step. First give your new branch a name and then click Filters. It is on the filter screen that you can set the condition. For example if you want contacts with a certain tag to go under different steps than everybody else you can simply click on tags and select the one(s) you want to enter a new branch of steps.

Ringless Voicemail: This will send the contact a voicemail without ever ringing their phone.

Task: This step creates a Task in your Task Manager. For example say that you want to be sure that you or someone on your team follows up with this contact with a phone call. You can use the task menu seen below to assign it to a team member, give it a priority, and give details on what to needs be done and by what date.

Notification: The notification step is useful when you, or someone on your team, wants to be informed of someone reaching a certain step in your flow. You can select to be notified via email, text, or both.

Email: The email step is one that you are likely going to be using a lot. It simply sends out an email to your contact from a Marketing Profile of your choice. We have many pre-made email templates that you can use and you can also create new emails on your own (System Settings -> Email Templates) . Once you know what email template you want to use simply select it from the menu.

Stop Flows: This is a very useful step that can be used to stop the current flow or any other flow. For example say that you have a contact who texted in triggering the current flow, but then also called in triggering a call flow, and are now set to receive two sets of almost identical text messages. You can use this step to remove the other flow simply by choosing it from the dropdown.

Source: Finally we have the source step. You can think of this as a specialized tag that states where the contact came in from. You can set the source easily by selecting the appropriate one from the dropdown.

Callflow (Profit Dial Lite): The modules available in a Callflow with Profit Dial Lite are as follows:

Forwarding: Forwarding allows you to forward an incoming phone call to a specific phone number, so the call can be answered by a live person. You will have the ability to enter in the phone number where the call will be forwarded to.

Greeting: This creates a message that is played when someone calls in. You can either type out your message and a computer generated voice will read it or use an Existing Recording.

Voicemail: This plays a message (similar to Greeting), but after the message the caller can leave a message.

Contact Tab: When a new contact record is created you can use this step to select which tab will show up once you view the contact. This way you can have the information that is most relevant to you be displayed.

Stop Flows: Allows you to immediately stop all flows, or select a certain flow to stop for a contact.

Callflow (Profit Dial Pro): The modules available in a Callflow with Profit Dial Pro are as follows:

Forwarding: Forwarding allows you to forward an incoming phone call to a specific phone number, so the call can be answered by a live person. You will have the ability to enter in the phone number where the call will be forwarded to.

Greeting: This creates a message that is played when someone calls in. You can either type out your message and a computer generated voice will read it or use an Existing Recording.

Voicemail: This plays a message (similar to Greeting), but after the message the caller can leave a message.

Tagging: This will either add or remove tags from the caller's contact record.

Contact Tab: When a new contact record is created you can use this step to select which tab will show up once you view the contact. This way you can have the information that is most relevant to you be displayed.

Smart Routing: Creates branches in the Callflow that sends callers down a certain branch depending on whether or not they fit the criteria of that branch. Note: If a caller can fit into multiple branches, they will go down the first Branch that filtered is "True".

Ringless Voicemail: This will send the caller a voicemail without ever ringing their phone.

Interactive Menu: This module will prompt the caller to select a number on their keypad and send them down a branch depending on what they dial.

Text Reply: This sends an immediate text response to the caller.

Delay: The Delay step allows you to put a pause in your flow. Whatever is below the delay step will not be executed until the delay expires. Simply enter your desired duration and choose if this refers to minutes, hours, days, weeks, or months. You can also specify what time you want the next step to take place using the At, Between, or Any Time radio buttons on the right.

Task: This step creates a Task in your Task Manager. For example say that you want to be sure that you or someone on your team follows up with this contact with a phone call. You can use the task menu seen below to assign it to a team member, give it a priority, and give details on what to needs be done and by what date.

Email: This stepsimply sends out an email to the caller from a Marketing Profile of your choice. We have many pre-made email templates that you can use and you can also create new emails on your own (System Settings -> Email Templates) . Once you know what email template you want to use simply select it from the menu.

Notification:The notification step is useful when you, or someone on your team, wants to be informed of someone reaching a certain step in your flow. You can select to be notified via email, text, or both.

Stop Flows: Allows you to immediately stop all flows, or select a certain flow to stop for a contact.

Source: Finally we have the source step. You can think of this as a specialized tag that states where the contact came in from. You can set the source easily by selecting the appropriate one from the dropdown.

You now know the difference between Profit Dial Lite and Profit Dial Pro. If you currently only have access to Profit Dial Lite, and you want to upgrade to the next subscription plan you can reach out to support or upgrade directly inside your REI BlackBook account. If you have any questions or concerns about the information above please contact us at support@reiblackbook.com.